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  • Allowances and pension contributions at tax year end

    Paul Kennedy discusses pension contributions, allowances and carry forward with our National Pensions Sales Manager, Paul Squirrell. They also touch on the consequences and possible advantages of exceeding the annual allowance.

  • Sign up clients for their 2016/17 and 2017/18 ISA now

    Secure £35,240 of tax allowances for individuals over both tax years or £70,480 for a couple. Our online dual year ISA functionality is now live on our classic version of client management.

  • Pension application deadlines for the current tax year

    If you’re setting up regular income for the first time from a drawdown account, to be paid in the 2016/17 tax year, applications must be with us by 17 March.

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Retirement and tax planning considerations, including
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